Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$454,437
-$31,184 QoQ
Shares Held
5,499
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,871
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $43,244,076 across 6 Banks - Diversified names. WFC ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,040 | $28,163,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
136,291 | $7,765,861 | |
| 3 | TD |
Toronto Dominion Bank
|
34,675 | $4,210,585 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,922 | $2,447,090 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
5,499 | $454,437 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,762 | $202,630 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,437 | 5,499 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $485,621 | 6,100 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $568,520 | 6,100 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $511,302 | 6,100 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $488,732 | 6,100 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $587,098 | 8,178 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $571,542 | 8,137 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $459,941 | 8,142 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $387,579 | 6,526 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $388,332 | 6,700 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $329,774 | 6,700 | Shares | Other | 2024-01-08 | |
| 2023-09-30 | $314,622 | 7,700 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $345,708 | 8,100 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $655,084 | 17,525 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $723,607 | 17,525 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $580,173 | 14,425 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $575,799 | 14,700 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $712,362 | 14,700 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $465,406 | 9,700 | Shares | Other | 2022-01-14 | |
| 2021-09-30 | $450,177 | 9,700 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $439,313 | 9,700 | Shares | Other | 2021-07-30 | |
| 2021-03-31 | $378,979 | 9,700 | Shares | Other | 2021-04-08 | |
| 2020-12-31 | $292,746 | 9,700 | Shares | Other | 2021-01-12 | |
| 2020-09-30 | $293,875 | 12,500 | Shares | Other | 2020-10-16 | |
| 2020-06-30 | $677,529 | 26,466 | Shares | Other | 2020-07-21 | |
| 2020-03-31 | $771,054 | 26,866 | Shares | Other | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||